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艺达思集团(IEX)与Veralto(VLTO)财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是艺达思集团的1.6倍($1.4B vs $899.1M),Veralto净利率更高(17.9% vs 14.3%,领先3.6%),Veralto同比增速更快(6.8% vs 4.2%),艺达思集团自由现金流更多($189.8M vs $170.0M),过去两年Veralto的营收复合增速更高(6.8% vs 6.0%)
艺达思集团是一家公开上市的工业制造企业,专注于流体系统与特种工程产品的研发和生产,产品广泛应用于工业制造、生命科学、食品安全等多个领域,可为全球各行业客户提供高性能定制化解决方案。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业,核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产,面向全球多领域客户提供适配的技术产品及配套服务。
IEX vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.6倍
$899.1M
营收增速更快
VLTO
高出2.6%
4.2%
净利率更高
VLTO
高出3.6%
14.3%
自由现金流更多
IEX
多$19.8M
$170.0M
两年增速更快
VLTO
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $899.1M | $1.4B |
| 净利润 | $128.3M | $254.0M |
| 毛利率 | 43.1% | 60.1% |
| 营业利润率 | 20.4% | 23.8% |
| 净利率 | 14.3% | 17.9% |
| 营收同比 | 4.2% | 6.8% |
| 净利润同比 | 4.1% | 12.9% |
| 每股收益(稀释后) | $1.71 | $1.02 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
IEX
VLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $899.1M | $1.4B | ||
| Q3 25 | $878.7M | $1.4B | ||
| Q2 25 | $865.4M | $1.3B | ||
| Q1 25 | $814.3M | — | ||
| Q4 24 | $862.9M | $1.3B | ||
| Q3 24 | $798.2M | $1.3B | ||
| Q2 24 | $807.2M | $1.3B |
净利润
IEX
VLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $128.3M | $239.0M | ||
| Q3 25 | $127.8M | $222.0M | ||
| Q2 25 | $131.6M | $225.0M | ||
| Q1 25 | $95.5M | — | ||
| Q4 24 | $123.2M | $227.0M | ||
| Q3 24 | $119.1M | $219.0M | ||
| Q2 24 | $141.3M | $203.0M |
毛利率
IEX
VLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | 43.1% | 60.1% | ||
| Q3 25 | 44.5% | 60.0% | ||
| Q2 25 | 45.3% | 60.4% | ||
| Q1 25 | 45.3% | — | ||
| Q4 24 | 42.5% | 59.6% | ||
| Q3 24 | 44.3% | 59.6% | ||
| Q2 24 | 45.4% | 60.1% |
营业利润率
IEX
VLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 20.4% | 23.2% | ||
| Q3 25 | 21.1% | 22.8% | ||
| Q2 25 | 21.7% | 24.2% | ||
| Q1 25 | 17.4% | — | ||
| Q4 24 | 19.2% | 22.9% | ||
| Q3 24 | 21.0% | 23.4% | ||
| Q2 24 | 22.6% | 23.2% |
净利率
IEX
VLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 14.3% | 17.0% | ||
| Q3 25 | 14.5% | 16.2% | ||
| Q2 25 | 15.2% | 16.9% | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 14.3% | 16.9% | ||
| Q3 24 | 14.9% | 16.7% | ||
| Q2 24 | 17.5% | 15.8% |
每股收益(稀释后)
IEX
VLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $1.71 | $0.95 | ||
| Q3 25 | $1.70 | $0.89 | ||
| Q2 25 | $1.74 | $0.90 | ||
| Q1 25 | $1.26 | — | ||
| Q4 24 | $1.61 | $0.91 | ||
| Q3 24 | $1.57 | $0.88 | ||
| Q2 24 | $1.86 | $0.81 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $580.0M | — |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $4.0B | — |
| 总资产 | $6.9B | — |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势,按日历期对齐
现金及短期投资
IEX
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $580.0M | $1.8B | ||
| Q3 25 | $593.8M | $1.6B | ||
| Q2 25 | $568.2M | $1.2B | ||
| Q1 25 | $594.1M | — | ||
| Q4 24 | $620.8M | $1.1B | ||
| Q3 24 | $633.2M | $1.3B | ||
| Q2 24 | $700.7M | $1.0B |
总债务
IEX
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $2.7B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $2.6B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $1.3B | $2.6B |
股东权益
IEX
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.8B | ||
| Q3 25 | $4.0B | $2.7B | ||
| Q2 25 | $4.0B | $2.3B | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | $2.0B | ||
| Q3 24 | $3.8B | $2.0B | ||
| Q2 24 | $3.7B | $1.7B |
总资产
IEX
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $6.9B | $7.4B | ||
| Q3 25 | $7.0B | $7.2B | ||
| Q2 25 | $6.9B | $6.6B | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.7B | $6.4B | ||
| Q3 24 | $7.0B | $6.3B | ||
| Q2 24 | $5.9B | $5.9B |
负债/权益比
IEX
VLTO
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.94× | ||
| Q3 25 | 0.48× | 1.01× | ||
| Q2 25 | 0.46× | 1.14× | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | 1.28× | ||
| Q3 24 | 0.55× | 1.35× | ||
| Q2 24 | 0.36× | 1.57× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $209.5M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $189.8M | $170.0M |
| 自由现金流率自由现金流/营收 | 21.1% | 12.0% |
| 资本支出强度资本支出/营收 | 2.2% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.63× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $616.8M | $893.0M |
8季度趋势,按日历期对齐
经营现金流
IEX
VLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $209.5M | $270.0M | ||
| Q3 25 | $203.5M | $339.0M | ||
| Q2 25 | $161.7M | $157.0M | ||
| Q1 25 | $105.7M | — | ||
| Q4 24 | $172.6M | $285.0M | ||
| Q3 24 | $205.3M | $224.0M | ||
| Q2 24 | $133.6M | $251.0M |
自由现金流
IEX
VLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $189.8M | $258.0M | ||
| Q3 25 | $188.7M | $323.0M | ||
| Q2 25 | $146.9M | $142.0M | ||
| Q1 25 | $91.4M | — | ||
| Q4 24 | $157.1M | $263.0M | ||
| Q3 24 | $191.6M | $215.0M | ||
| Q2 24 | $117.7M | $240.0M |
自由现金流率
IEX
VLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | 21.1% | 18.4% | ||
| Q3 25 | 21.5% | 23.6% | ||
| Q2 25 | 17.0% | 10.7% | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 18.2% | 19.6% | ||
| Q3 24 | 24.0% | 16.4% | ||
| Q2 24 | 14.6% | 18.6% |
资本支出强度
IEX
VLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 2.2% | 0.9% | ||
| Q3 25 | 1.7% | 1.2% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 2.0% | 0.9% |
现金转化率
IEX
VLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 1.63× | 1.13× | ||
| Q3 25 | 1.59× | 1.53× | ||
| Q2 25 | 1.23× | 0.70× | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 1.40× | 1.26× | ||
| Q3 24 | 1.72× | 1.02× | ||
| Q2 24 | 0.95× | 1.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IEX
| Fluid And Metering Technologies | $305.0M | 34% |
| Fireand Safety | $125.0M | 14% |
| Pumps | $105.7M | 12% |
| Water1 | $92.1M | 10% |
| Performance Pneumatic Technologies | $70.2M | 8% |
| Sealing Solutions | $64.0M | 7% |
| Energy | $47.9M | 5% |
| Material Processing Technologies | $37.2M | 4% |
| Dispensing | $33.5M | 4% |
| Valves | $22.7M | 3% |
VLTO
暂无分部数据